LTFOODSNSELT Foods LimitedHighNeutral
Announced Thu, 14 May · 20:44 IST

LT Foods Limited has informed the Exchange regarding a press release dated May 14, 2026, titled "Press Release on the Audited financial results of the Company for the quarter and financial year ended March 31, 2026. ".

Revenue Growth 20pctEbitda Margin CompressionResults View source PDF

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Price reaction · full curve 14 horizons · vs prior close
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₹410.00
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AI summary

LT Foods reported FY'26 consolidated revenue of Rs. 11,023 crores, up 26% YoY (19.3% on normalized basis excluding U.S. tariff impact). EBITDA grew 16% to Rs. 1,236 crores, though the reported EBITDA margin contracted to 11.2% from 12.2% in FY'25 due to a Rs. 561 crore zero-margin U.S. tariff pass-through affecting absolute margins optically. Normalized EBITDA margin of 11.8% remained close to prior year levels. PAT increased marginally to Rs. 625 crores vs Rs. 612 crores in FY'25. Basmati Rice segment drove performance with Rs. 9,742 crores revenue (29% growth), while the Organic segment (Rs. 1,016 crores) is under stress due to strategic remodeling. North America contributed 48% of revenue mix with 53% growth. The company flagged near-term pressure from U.S. tariffs and expects margin recovery as one-time factors normalize.

Likely market impact

Strong revenue growth demonstrates business resilience, but margin compression from U.S. tariffs and strategic investments in UK and organic segments may limit near-term PAT growth. Long-term outlook remains positive driven by premiumisation and category expansion.